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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,731 | $101,618-74.7% | $93,063-72.4% | $137,256-81.3% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 21.88% | 223.95%-202.1pp | 34.15%-12.3pp | 220.34%-198.5pp |
| Employer contribution / active EE | $3,839 | $2,707+41.8% | $2,476+55.0% | $4,156-7.6% |
| Participant deferral / active EE | $3,457 | $4,279-19.2% | $3,958-12.7% | $6,407-46.0% |
| Admin fee / account holder | $905 | $6,198-85.4% | $6,033-85.0% | $12,270-92.6% |